Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $42.6B
1-Year Est. Return 14.98%
This Quarter Est. Return
1 Year Est. Return
+14.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$32.5B
AUM Growth
+$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$80.3M
3
+$66.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$65.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$55.4M

Top Sells

1
+$37.9M
2
+$23.2M
3
+$10.5M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$10.3M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$6.65M

Sector Composition

1 Technology 5.07%
2 Financials 2.13%
3 Consumer Discretionary 1.63%
4 Healthcare 1.52%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9.22M 0.03%
8,872
-297
177
$9.18M 0.03%
218,819
-2,961
178
$9.14M 0.03%
174,455
-5,223
179
$9.14M 0.03%
94,999
-8,184
180
$9.13M 0.03%
10,324
+342
181
$9.05M 0.03%
169,267
+30,465
182
$8.99M 0.03%
86,643
+795
183
$8.95M 0.03%
106,780
+3,032
184
$8.84M 0.03%
40,086
+1,669
185
$8.84M 0.03%
61,939
+1,688
186
$8.83M 0.03%
119,816
-3,842
187
$8.82M 0.03%
148,268
-1,203
188
$8.8M 0.03%
330,275
-6,204
189
$8.77M 0.03%
84,228
+3,748
190
$8.72M 0.03%
48,047
+2,139
191
$8.68M 0.03%
84,019
+17,985
192
$8.67M 0.03%
189,893
+9,621
193
$8.65M 0.03%
42,030
+686
194
$8.64M 0.03%
169,314
-202
195
$8.63M 0.03%
106,897
+8,564
196
$8.62M 0.03%
188,596
+17,740
197
$8.5M 0.03%
66,298
+5,001
198
$8.45M 0.03%
382,358
+10,310
199
$8.42M 0.03%
129,169
-5,212
200
$8.39M 0.03%
21,983
+75
6 7
8
9 10